A detailed history of Houlihan Financial Resource Group, Ltd. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Houlihan Financial Resource Group, Ltd. holds 208,282 shares of IBDS stock, worth $4.99 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares
208,282
Previous 182,203 14.31%
Holding current value
$4.99 Million
Previous $4.32 Million 17.39%
% of portfolio
2.1%
Previous 2.95%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$23.63 - $24.42 $616,246 - $636,849
26,079 Added 14.31%
208,282 $5.08 Million
Q2 2024

Jul 31, 2024

BUY
$23.48 - $23.77 $193,780 - $196,173
8,253 Added 4.74%
182,203 $4.32 Million
Q1 2024

May 06, 2024

BUY
$23.67 - $24.03 $563,393 - $571,962
23,802 Added 15.85%
173,950 $4.14 Million
Q4 2023

Feb 14, 2024

BUY
$22.84 - $23.94 $1.07 Million - $1.12 Million
46,744 Added 45.21%
150,148 $3.59 Million
Q3 2023

Nov 09, 2023

SELL
$23.07 - $23.6 $18.2 Million - $18.7 Million
-790,894 Reduced 88.44%
103,404 $2.39 Million
Q2 2023

Aug 02, 2023

BUY
$23.39 - $23.94 $19.8 Million - $20.3 Million
846,998 Added 1790.69%
894,298 $21.1 Million
Q1 2023

May 11, 2023

BUY
$23.15 - $24.01 $1.09 Million - $1.14 Million
47,300 New
47,300 $1.13 Million

Others Institutions Holding IBDS

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
Track This Portfolio

Track Houlihan Financial Resource Group, Ltd. Portfolio

Follow Houlihan Financial Resource Group, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Houlihan Financial Resource Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Houlihan Financial Resource Group, Ltd. with notifications on news.